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BetterBot for Web Onboarding

This article will explain the BetterBot Onboarding Process as well as outline the information required to build, train, and deliver your new BetterBot Automation Solution.

  • Your dedicated Client Success Manager will walk you through every step of the Onboarding Process from intake to data review, and beyond!
    • Intake call to gather information regarding tech stack & and customizations
    • Order, configure, & and build (we can build in as little as three days)
    • Three-touch QA check prior to delivery
    • On-site team/Marketing kickoff call to include training as needed
    • The client takes the bot live
    • Data flow is monitored to ensure everything is working as designed
    • 32 days post-live, the CSM will schedule a 30-day data review
  • The general information we will need to gather for the Conventional Bot* is as follows: 
    • Property Name
    • Property URL
    • Unit Count
    • Website Provider
    • Site team uses SMS/Test?
    • Site Team Email Address
    • Property Address & Phone Number
    • Billing Contact, Email, & Phone
    • CRM
    • Calendar Provider
    • Appointment Types (In-person, Self-guided, Live-video, Phone)
    • FAQs can be added to the prospect's experience
    • Lead & Appointment Delivery Options
      • Lead Parsing into CRM
      • Visual Lead & Appointment Cards to the Site Team Email
      • API Integration with CRM such as Yardi, RENTCafe, Entrata, etc. 
    • Google Analytics can be enabled to track BetterBot events. 
  • Our Onboarding Team will build, QA, and deliver your embed code that will be ready to deploy into the header of your website.
    • Example of embed code 
      • <script src="https://uniqueID.engine.betterbot.com/loader.js" defer="defer"></script>
  • You can also deploy campaign links to your bot to GMB, Facebook, Instagram, etc. 
  • BetterBot can set up UTM sources and source mapping for lead attribution

  • Additional information required for Affordable, Student, Lease-up, & Referral Bot
    • Affordable
      • Income criteria
      • Household size
    • Student
      • Terms / Semesters
      • Any pertinent student housing info
    • Lease-up
      • If no website is available yet, you can add the embed code to a landing page.
      • We may need to obtain some content such as floor plan and/or photo renderings
      • Leasing dates as well as on-site tour dates
    • Referral Bot 
      • If you have sister properties in the same area, we can enable our Nearby Properties feature.